Project roll-up: Work hours total not shown in task list or milestones
Hi, It is really important for us to have a total of work hours by task lists and milestones, as we use these to track the Planned VS Actual instead of individual tasks. The work hours total don't show in task lists or in milestones. Is this a bug? Otherwise, when will you provide this feature? Thank youCreating Client Company user duplicates companies in Books
I have only just realised why I'm seeing two entries for some of my customers in Books - when I add them as a Client Company in Project, it seems to create a new customer account in Books. This is obviously a problem when the Customer already exists inSaving Custom Bug List Views
I'd like to create my own view of bugs/issues when viewing across all projects. For instance I want to only see Issues with a certain status and certain fields. I see that I can create a Custom List within a single project but I can't find a way to doTasks belonging to multiple projects
Hi, How can we make a task to belong to multiple projects? There are product release projects, which includes task for marketing. However, marketing has its own project for campaigns, where the same task would belong too. How to n make that happen? Thank you TomNotification setting per project?
We have a lot of projects and would like to change the notification settings per project, so that we can e.g. turn off notifications for one project but have them on for another one. Is that possible? and if so, how do I set that correctly?Zoho Projects = Shortcut = Collapse/Expand all Tasklists
Hello, Would be really helpful and handy to have a shortcut for Collapse/Close or Open/Expand all Tasklists. Can this be added to the existing shortcuts? Best regards, YannicShortcut "Reorder Tasklists" + make Enter/Return work in all popup-screens (works in some, not all)
Hello, Could this be added to the list of shorcuts & changes on key-behaviour withing Zoho Projects? (or do seperate tickets need to be created for this?) - shortcut for "Reorder Tasklists" - make Enter/Return keystroek work in all (popup)screens/pagesWhere are Kanban swimlanes
So i've been playing with Zoho Projects Kanban view a bit more. It appears that task lists are being used as the Kanban columns, which makes sense from the implementation point of view but not the logical one. Kanban columns are statuses that a task can flow through, while a task list has been a logical way to organize related tasks and relate them to a mislestone. In other words a task in a particular task can go through several stages while remaining in the same task list. After doing some researchtime tracking with automated screenshots
Check outhow hubstaff is taking screen shots while recording time spent ... any plans to implement something like that directly in zoho time trackerEnhanced Gantt Charts in Zoho Projects
A Gantt chart is a visual representation of your project's schedule. Here are some enhancements to the Gantt chart to measure your project's performance. Create custom views of the Gantt chart Users can now create customized views of the Gantt chart basedWork agile in Zoho Projects! The much-awaited Zoho Sprints integration is in the making.
Let your teams work in both classic and agile methodology using our integration with Zoho Sprints. We made sure you get the best of both worlds with this integration. You can scale through teams irrespective of what methodology they use and make sure they work with speed and flexibility. And, you can do it all from one place- Zoho Projects. Why this integration is a benefit? This integration mostly helps in managing classic and agile practices together. Most organizations use a mix of both classicTask Inline Editing Enhancement
Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.Increase the number of Blueprints per Task Layout from 25 to 100
Since we discovered the funtionality and the ease of tracking projects Blueprint brings to a business, my company has been using it very much. We have reached a roadblock where we found out that one can only build 25 Blueprints for every task layout.Individual private projects - possible?
Hi, Is it possible for my team members (I'm the admin) to setup some individual projects that only they have permission to see and use? (Or worst case I can see as admin but won't look). I can't find a way. It seems to be public, or private (meaning anyoneJob Status
How do i fix the issue with the statuses not showing correctly. They should say Active but they show as quote, when I go to change the status you can see the statues that should be shown.Question about zoho partners
Hello, I am working on a project that i am trying to implement with Zoho One. I have the full 1 year subscription and am trying to launch a business. I have been exploring the different apps and functionalities and am convinced my business plan is possibleZoho Tasks -
Is there a way to have the closed tasks not disappear when they are closed? seems like a lot of hassle to access the closed tasks, which we write notes on that may be relevant later.@Mentions through API
Good Morning, I'm looking into the Zoho Projects API, and noticed you can create comments for a given task. We're given two fields, the content and uploaddoc. If I wanted to @mention someone via this method, how would I go about doing so? Since it's autoManaging Prepaid Hours for Consulting
We are a consulting firm that bills clients a flat upfront annual fee plus an hourly rate and offer a discount for pre-paying a block of hours. Hours that surpass the pre-paid block are billed monthly at the normal rate. If there are any pre-paid hours remaining at the end of the project they are banked for future use. I'm not seeing a method of doing this in Projects/Books/CRM... thoughts?Tagging of Projects and Tasks
Like in this forum, Zoho Mail and practically every other project management system out there can we get the ability to Tag and search by Tags? As my number of tasks and projects have grown the ability to tag specific ones when filtering would be incredibly helpful.Integration with Microsoft Sharepoint
I was wondering if documents in Zoho Projects will integrate with Microsoft Sharepoint as a link... meaning if I place a document in Sharepoint it could link with Zoho Projects.Your Project Progress Gets Quicker With Task Templates
Welcome back dear friends! Zoho Projects makes your work lighter, and quicker by developing a standard structure that adapts to all your projects. Let me not put it up long-winded. Alike, creating project templates , you can also create a standard template for all your tasks. Here you go with the important things that you can do with Task Templates in Zoho Projects! For example: You own a wedding planner company. How will you manage your team for successfully running the big day? What you actuallyIs it possible to set time "non-billable" by default?
Hello, With salary employees we would like to still track time spent on projects/tasks but not to invoice for it. Is there a way to set the status as "non-billable" by default? Currently it defaults to "billable". Thank you.Check out the new locations for creating extensions
Are you looking to create more extensions for Zoho Projects? Create new extensions using Zoho Sigma for the below locations and extend the scope of Zoho Projects. Refer to our user guide for more information. 1. Task details right panel You can createExamples of task lists / blueprints
Does anyone have anywhere where people share their task lists, blueprints etc? It would be great to see how they're used.Reorder Blueprint Transitions
Hello, The Blueprint Functionality is totally Great! Nice Job with minor problems so far. I made a really complicated blueprint and the problem is that i have many transitions available in many statuses. The problem is that i can not find the pattern of the order of the transitions and the most important transition is in the last position and i have to open the three dots to find it. Is there anyway to reorder the transitions? If not is there any pattern to follow to give my preferred order? SeeSpotlight #2: The Checklist extension for Zoho Projects
Hola, folks! The extension in the spotlight for this fortnight will be Checklist for Zoho Projects. We recommend using its latest version if you have not updated it yet. Things you can do with this extension: Create instantaneous to-do lists for your tasks and issues in Zoho Projects Create checklist templatesnew Convert an existing checklist into a templatenew Reduce the number of subtasks required for a work item Include checklists in your project templates and save more time. Refer to this extension'sClient User communication best practices | Discuss? | Comments? | Forums?
As a solopreneur using Zoho Projects, all of my clients and collaborators are, or will be "client users." As such, I need to know as much about the best practices for using Z-Projects in this way. I really like the "Discuss" feature, but my client usersRemoving task due dates
Last month, I edited many tasks to remove the start and end dates. We use these for tracking time, so it's appropriate for these tasks to be open-ended. My problem is that I can no longer find this option -- it no longer appears. Is this a permissions issue that I no longer can access? Thanksmerge 2 projects in 1
Hi everybody I made a mistake and I created 2 projects equals. May I merge into one?Merging projects
We want to rearrange our projects. Lets say we discover that we have 5 separate projects from customer A. Now we want to put them all (tasks) under mainproject "Customer A". Is it any way we can do it?Merging projects
Sometimes, we end up with duplicated projects in Zoho Projects, and we would like to be able to easily merge two projects (currently we have to manually copy all the data from the duplicated project before we delete/archive it).Placing Project on Hold and Extending Due Date
Please let me know if there is a way to have projects due date extend automatically if it is placed on hold. We would need due date extend by the same amount of days as the item is on hold. Summary Project allowance 14 days, hold 10 days, due date automatically extended by 10 days (due to the hold). Example: The technician starts an equipment repair (project) and has two weeks allocated to complete it. Now if within these two weeks he has to order repair parts, the project is placed on hold andEmail notifications to project members - how to deactivate?
Hi, By default team members are notified by email of every actions made in the project. How can I deactivate *all* the notifications? I prefer to stream that to a RSS feed? is it possible? Thks in advance! FrancoisTask Workflow Rules Should Work With Project Templates
I posted this on a previous thread a few weeks ago, so I'm re-adding it as a top-level topic. I know I'm not alone in wanting this feature. Basically, right now the new task workflow rules feature doesn't actually work with tasks generated using a ProjectTask Ownership
In our organization we are running into the issue of who owns (is responsible for) the task. Is there anything on the table to have two groups when selecting task users. One to select the Task owner and a selection to assign people associated with the task. Thank You! BText Message (SMS) Notifications
Please add the option to receive notifications via text (SMS) to all apps, especially those with tasks. Currently, the only way to receive text notifications is by integrating another product/app or creating a "webhook". This is not a sufficient solution. ThanksTimesheet Enhancements
Control who can log time for tasks and issues Users are now allowed to log time for the tasks or issues that are not owned by them, based on the Task and Timesheet settings. The owner of the task or issue, is allowed to log working hours by default.Archiving Tasks & Tasklists within a Project Board
Does ZOHO Projects have a way to archive completed task lists within a project board? We use a single project board for ongoing client tasks and would like to hide the completed (closed) task lists from the board. I understand that we can filter by Open and Closed, but it would be really nice to archive old tasks & task lists.Wouldn't it be better to make the 'task' a 'sum of subtasks'
Perhaps I have the wrong idea on tasks an subtasks, but shouldn't the task be a sum of subtaks. For instance: Clean the office (task) Clean windows (subtask) Clean tables (subtask) Clean coffee machine (subtask) Currently when I add the task 'clean the office' and state that this takes 'one day' and add the subtasks with durations that equal 2, 4 and 2 hours respectively. Now when I check the Gantt Chart or the Resource Utilization I see that I'm over-planned because I'm responsible for theNext Page
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Announcements
Enhanced Gantt Charts in Zoho Projects
A Gantt chart is a visual representation of your project's schedule. Here are some enhancements to the Gantt chart to measure your project's performance. Create custom views of the Gantt chart Users can now create customized views of the Gantt chart basedWork agile in Zoho Projects! The much-awaited Zoho Sprints integration is in the making.
Let your teams work in both classic and agile methodology using our integration with Zoho Sprints. We made sure you get the best of both worlds with this integration. You can scale through teams irrespective of what methodology they use and make sure they work with speed and flexibility. And, you can do it all from one place- Zoho Projects. Why this integration is a benefit? This integration mostly helps in managing classic and agile practices together. Most organizations use a mix of both classicTask Inline Editing Enhancement
Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.Your Project Progress Gets Quicker With Task Templates
Welcome back dear friends! Zoho Projects makes your work lighter, and quicker by developing a standard structure that adapts to all your projects. Let me not put it up long-winded. Alike, creating project templates , you can also create a standard template for all your tasks. Here you go with the important things that you can do with Task Templates in Zoho Projects! For example: You own a wedding planner company. How will you manage your team for successfully running the big day? What you actuallyCheck out the new locations for creating extensions
Are you looking to create more extensions for Zoho Projects? Create new extensions using Zoho Sigma for the below locations and extend the scope of Zoho Projects. Refer to our user guide for more information. 1. Task details right panel You can create
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Maximum number of workflow rules in zoho projects
Greetings to everyone, In my company we are extensively using workflow rules from the "task automation" section of zoho projects. My question is what is the maximum number of allowed workflow rules that we can have, since we will probably be using manyIncrease the number of Blueprints per Task Layout from 25 to 100
Since we discovered the funtionality and the ease of tracking projects Blueprint brings to a business, my company has been using it very much. We have reached a roadblock where we found out that one can only build 25 Blueprints for every task layout.Zoho Projects - Save sort order when viewing projects
Is there a way to save the sort order after sorting your project list alphabetically. Currently every time the we got to the project page, the projects are in some mismatch order making it impossible to find the correct project. Click sort alphabeticallyClient User communication best practices | Discuss? | Comments? | Forums?
As a solopreneur using Zoho Projects, all of my clients and collaborators are, or will be "client users." As such, I need to know as much about the best practices for using Z-Projects in this way. I really like the "Discuss" feature, but my client users@Mentions through API
Good Morning, I'm looking into the Zoho Projects API, and noticed you can create comments for a given task. We're given two fields, the content and uploaddoc. If I wanted to @mention someone via this method, how would I go about doing so? Since it's auto
Sticky Posts
Work agile in Zoho Projects! The much-awaited Zoho Sprints integration is in the making.
Let your teams work in both classic and agile methodology using our integration with Zoho Sprints. We made sure you get the best of both worlds with this integration. You can scale through teams irrespective of what methodology they use and make sure they work with speed and flexibility. And, you can do it all from one place- Zoho Projects. Why this integration is a benefit? This integration mostly helps in managing classic and agile practices together. Most organizations use a mix of both classicTask Inline Editing Enhancement
Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.Spotlight #2: The Checklist extension for Zoho Projects
Hola, folks! The extension in the spotlight for this fortnight will be Checklist for Zoho Projects. We recommend using its latest version if you have not updated it yet. Things you can do with this extension: Create instantaneous to-do lists for your tasks and issues in Zoho Projects Create checklist templatesnew Convert an existing checklist into a templatenew Reduce the number of subtasks required for a work item Include checklists in your project templates and save more time. Refer to this extension'sTip of the Week: Task Sorting
I believe that sorting of tasks helps managing the activities in a better fashion. You might second it too . By default, the tasks are listed chronologically. However, you can sort the tasks either by its title, start date, end date, priority, created by and percentage completion. All you have to do is, click the Task Sorting option and select the required criteria. Few points to be noted about task sorting: This option is available in the Classic View only (within My Tasks, Tasks & Milestones section).Manage expenses from Zoho Projects
One of the most difficult tasks in project management is to track expenses and stay within the allocated budget. With Zoho Expense integration it is now easy to monitor and manage project related daily expenses of employees. The integration helps manage complete expenses, right from uploading a receipt to its approval. What are the benefits of this integration? Track expenses using Expense reports inside Zoho Projects. View expense along with the actual cost and compare it with the project budget.
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